Do Steepening Yield Curves = Recession Near? | Lance Roberts & Adam Taggart
The 2s-30s has un-inverted. How concerned should we be?
Portfolio manager Lance Roberts has long stated that it's not the inversion of the yield curve that means recession is near, it's when the curve un-inverts.
Well, we're now starting to see the first un-inversions.
The 2s-30s yield curve has steepened and is no longer inverted.
Does that mean the recession countdown has begun?
Lance and I discuss this as well as this week's surge in the S&P, the latest on the bond market, the just-released December inflation data, the new Bitcoin ETF, and, as usual, Lances' firm's latest trades.
To watch today’s Weekly Market Recap, click here or on the image below:
VIDEOS THIS WEEK
In case you haven’t yet seen them, here are the other videos that ran on the new Thoughtful Money channel this week:
Stephanie Pomboy: Will The Rise Of Moral Hazard Be Our Economic Downfall?
Will Stagflation Be The Price We Pay For A 'Soft Landing'? | Cem Karsan
Bear Market, Recession, Layoffs: Lots Of Ways For 2024 To Get Worse | John Rubino
TM NOW ON PODCAST PLAYERS
Just a reminder that if you prefer to listen to my interviews on your podcast player, Thoughtful Money is now available on the major podcast platforms:
I’m so grateful to everyone who has made their way to Thoughtful Money already, especially those of you who have kindly supported me by becoming a premium subscriber to this new Substack. It’s making an important difference in helping me afford the substantial startup costs of birthing this new venture.
Premium supporters now receive my “Adam’s Notes” summaries to interviews going forward (yes, they’re back!), plus periodic advance-viewing and/or exclusive content not made available to the public.
If you, too, would like to become a premium subscriber to this Substack (it’s only $15/mo - just $0.50/day), click on the button below :
But whether you do or not, get ready for another week of stellar interviews ahead. The coming week will see interviews with Lakshman Achuthan, Andy Constan, Dave Bianco and housing analyst Melody Wright.
Stay tuned!
cheers,
A